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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,722 | $147,556+2.8% | $129,031+17.6% | $198,609-23.6% |
| Participation rate | 64.7% | 77.2%-12.5pp | 73.4%-8.6pp | 82.4%-17.7pp |
| Annual return | 13.91% | 37.41%-23.5pp | 34.67%-20.8pp | 202.70%-188.8pp |
| Employer contribution / active EE | $1,738 | $3,645-52.3% | $3,226-46.1% | $5,055-65.6% |
| Participant deferral / active EE | $5,580 | $5,760-3.1% | $5,217+6.9% | $6,977-20.0% |
| Admin fee / account holder | $1,495 | $15,467-90.3% | $13,208-88.7% | $19,030-92.1% |